Insurance Broker

About the Insurance Broker Position

We are seeking a skilled Insurance Broker to join Alchemy Financial Group and contribute to our business development activities. As an Insurance Broker, your primary duties will include identifying new business opportunities, promoting and selling our insurance plans, and building long-term relationships with clients to ensure the stability of our revenues and growth.

Key Responsibilities:

• Client Consultation: Consult with clients to develop tailored risk management strategies that meet their unique needs.
• Marketing and Sales: Develop and implement effective marketing strategies to sell our insurance plans to current and potential clients.
• Needs Assessment: Conduct thorough needs assessments to identify opportunities for our insurance plans and services.
• Relationship Building: Establish and maintain relationships with potential clients through networking, cold calling, and other methods.
• Claims Review: Review insurance claims to ensure fair dealing and client satisfaction.
• Progress Reporting: Prepare regular reviews of progress and present them to stakeholders.
• Administrative Tasks: Organize and maintain bookkeeping systems, databases, and records.
• Performance Metrics: Meet performance goals for finding new clients and selling insurance products and services.
• Industry Knowledge: Stay up-to-date with market trends and updates in the field of insurance products and services.

Requirements:

• Client Focus: Proven experience in providing client-focused solutions and building strong customer relationships.
• Insurance Knowledge: Experience working with various types of insurance plans, including automobile, fire, life, property, medical, and others.
• Technical Skills: Strong knowledge of computers and statistical methods.
• Communication Skills: Excellent communication, presentation, and sales skills.
• Results-Oriented: Results-driven and able to work independently with minimal supervision.
• Education: High school or BSc degree; professional certification is a plus.